SPURSTONE

Overview

Spurstone is an independent registered investment adviser organized as a limited liability company that combines advisory services with insurance brokerage. The firm serves both high-net-worth individuals and families as well as institutional clients, operating as a capital allocator that selects third‑party managers in addition to managing portfolios directly. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and client education through seminars and workshops. Investment practice emphasizes pooled public vehicles as the core building blocks for client portfolios, supplemented by allocations to external real estate managers. Spurstone charges a mix of percentage-of-AUM, hourly and fixed fees, which supports customized engagement models for smaller plans and higher-net-worth households. The firm is not an ESG-focused investor and is organized to serve a concentrated client base rather than a multi-state advisory footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices